+3,225.2%
CSGP vs PTEN
+196.6%
+3,028.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.3% | -4.4% | -4.6% |
| 7D | +1.3% | -25.5% | +26.8% | +5.0% |
| 30D | +10.7% | -11.7% | +22.4% | +11.9% |
| 3M | +3.3% | -0.5% | +3.8% | +2.4% |
| 6M | -10.3% | -12.9% | +2.5% | -10.1% |
| YTD | -54.6% | +67.1% | -121.7% | -58.7% |
| 1Y | -54.6% | +70.5% | -125.2% | -59.0% |
| 3Y | -60.3% | -10.4% | -49.9% | -61.9% |
| 5Y | -63.3% | +23.7% | -87.0% | -67.9% |
| 10Y | +66.5% | -42.7% | +109.2% | +37.1% |
| All | +3,225.2% | +196.6% | +3,028.6% | +2,129.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling